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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,201 | $58,099+294.5% | $76,902+198.0% | $75,177+204.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.81% | 26.71%-13.9pp | 37.91%-25.1pp | 160.75%-147.9pp |
| Employer contribution / active EE | $6,832 | $1,996+242.4% | $2,534+169.6% | $2,671+155.8% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,929 | $4,778+66.0% | $5,479+44.7% | $5,651+40.3% |